Jackson Z. Email & Phone Number

Seattle, Washington, United States

Rochester, New York, United States

China

1. Conducted in-depth analysis of the beauty, refrigerator, and new materials industries to identify market trends and investment opportunities, analyzing market dynamics and competitive landscapes to identify key growth drivers.2. Completed three desk research reports on the beauty, refrigerator, and new materials industries, and built a financial database and future 10 years forecasting model in Excel.3. Evaluated market share, financial performance, and competitive advantages relative to competitors for our potential investment targets, assisting the company in strategic decision-making and identifying investment opportunities

China

1. Conducted financial modeling and valuation for Muyuan Company over the past ten years, studied the impact of COVID-19 on the company's financial performance, analyzed the company's optimal capital structure, and predicted financial trends for the next five years.2. Prepared and presented the Pitchbook of Muyuan, a participant in the live pig breeding market, including the company's operations and strategic analysis, business model and financial condition, industry analysis of competitors, and potential trend analysis. 3. Delivered a detailed roadshow presentation to the company's executives, successfully providing comprehensive market insights and financial forecasts, enhancing Muyuan's strategic decision-making capabilities

China

1. Prepared the prospectus and IPO positioning for Yaoji Technology, analyzed the company's 20 years of financial performance and operational data, studied its unique operational model, and investigated the company's past key strategic decisions; researched IPO-related challenges, and compared with industry competitors in terms of financial performance, operational models, global and local market shares, etc.2. Used Excel to build a database to analyze and predict financial data; contributed to the company's prospectus and conducted independent interviews and created questionnaires, summarizing and analyzing the final results to write two 7,000-word report on IPO challenges.3. Provided accurate financial and competitive positioning for Yaoji Technology's IPO, supporting departmental strategic decisions

Singapore

1. According to the case, responsible for establishing an overseas trust framework, preparing client proposals, organizing roadshows, and analyzing and producing in-depth reports on more than 10 global and local financial products.2. Successfully set up an overseas trust framework and enhanced the program's financial product understanding and strategy.

China

1. Managed a dataset of over 50,000 college entrance exam volunteer records using Excel, improving data processing efficiency by 30% and maintaining a 98% data integrity rate.2. Worked with senior analysts to create data models and dashboards using Tableau, leading to a 15% improvement in information accuracy, directly benefiting over 10,000 students.